DIMENSIONAL ETF TRUST's ticker is DFUS and the CUSIP is 25434V401. A total of 538 filers reported holding DIMENSIONAL ETF TRUST in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $130,941 | +3.3% | 2,225 | 0.0% | 0.03% | -3.7% |
| Q1 2024 | $126,781 | -0.6% | 2,225 | -9.6% | 0.03% | -6.9% |
| Q4 2023 | $127,502 | +11.3% | 2,460 | 0.0% | 0.03% | -9.4% |
| Q3 2023 | $114,513 | -11.4% | 2,460 | -8.4% | 0.03% | -5.9% |
| Q2 2023 | $129,310 | +8.4% | 2,685 | 0.0% | 0.03% | +3.0% |
| Q1 2023 | $119,295 | +6.8% | 2,685 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $111,723 | +7.4% | 2,685 | 0.0% | 0.03% | -5.7% |
| Q3 2022 | $104,000 | -4.6% | 2,685 | 0.0% | 0.04% | -2.8% |
| Q2 2022 | $109,000 | -21.6% | 2,685 | 0.0% | 0.04% | -20.0% |
| Q4 2021 | $139,000 | +9.4% | 2,685 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $127,000 | -3.8% | 2,685 | -3.7% | 0.04% | -4.3% |
| Q2 2021 | $132,000 | – | 2,788 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Colony Family Offices, LLC | 1,064,709 | $50,174,000 | 30.63% |
| Plancorp, LLC | 5,960,821 | $280,902,000 | 22.04% |
| McLean Asset Management Corp | 812,393 | $38,362,000 | 17.11% |
| TCI Wealth Advisors, Inc. | 2,094,818 | $98,718,000 | 16.69% |
| JFS WEALTH ADVISORS, LLC | 1,519,050 | $71,585,000 | 10.69% |
| Retirement Solution LLC | 453,503 | $21,371,000 | 10.20% |
| Relaxing Retirement Coach | 254,253 | $11,981,000 | 10.19% |
| Foster Group, Inc. | 1,357,424 | $63,968,000 | 7.36% |
| Hill Investment Group Partners, LLC | 180,709 | $8,515,850 | 7.04% |
| American Investment Services, Inc. | 612,776 | $28,877,000 | 6.65% |